Tax Cottage | Individual Tax Return

Individual Tax Return

Please complete all required sections below. Once submitted, you will be able to download a signed copy for your records.

Services

Details

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Please complete all required fields before continuing.

Services

Income type*

Select Employee for salary and wages, Sole trader for business income, or Both if you had income from employment and business — wages and sole trader income are reported on the one individual tax return.

This field is required

Financial year*

Select the applicable financial year for your tax return ending 30 June.

This field is required

Other financial year This field is required

Details

Personal Details

Full Name* This field is required

Date of Birth* This field is required

Tax File Number (TFN)* This field is required

Australian Business Number (ABN) if applicable This field is required

Mobile* This field is required

Email* This field is required

Residential / Postal Address* This field is required

Occupation* This field is required

Personal Bank Account

Account Name* This field is required

BSB* This field is required

Account Number* This field is required

Sole Trader Business Details

As a sole trader your business isn't a separate entity, so this supports the business schedule of your individual tax return.

Business name (if any) This field is required

Business ABN* This field is required

Business industry or field* This field is required

Registered for GST?* This field is required

Business address (if different from residential)* This field is required

Business status* This field is required

Business Bank Account

If separate from your personal account.

Account Name This field is required

BSB This field is required

Account Number This field is required

Evidence of Identity

Are you an existing Tax Cottage client?* This field is required

Upload evidence of identity

No file chosen

Max. file size: 8 MB. e.g. Passport, Driving licence, Medicare card, student ID card.

This field is required

Residency Status

What is your residency status?* This field is required

Spouse & Dependent Children

Dependent is an Australian resident child under 21 (or 21–24 full-time student) below the ATO threshold supported by you.

Number of Dependent Children* This field is required

Did you have a spouse during the financial year?* This field is required

Spouse period — from This field is required

Spouse period — to This field is required

Spouse full name This field is required

Spouse date of birth This field is required

Spouse residency This field is required

Spouse income This field is required

Private Health Insurance

Do you have Private Health Insurance?* This field is required

Study and Training Loan

Do you have any outstanding student loan (HELP, HECS, SSL)?* This field is required

Income

Enter amounts received during the financial year. Leave a category blank if it does not apply.

Income

Category

Amount $

This field is required

Car Expense

Car expense

Car make, model & year

Registration

Km for work

Actual car costs $

This field is required

Work From Home Expense

Total hours worked from home (full financial year) This field is required

Internet and phone $ This field is required

Electricity and gas $ This field is required

Computer and equipment depreciation $ This field is required

Repairs and maintenance of work assets $ This field is required

Floor area of home used for work % This field is required

Donation Expense

Donation of $2 or more to an organisation that has deductible gift recipient (DGR) status.

Donations

Organisation

Amount $

This field is required

Mobile Expense

Mobile expense for the financial year $ This field is required

Business usage % This field is required

Clothing Expense

Compulsory work uniform $ This field is required

Occupation specific clothes $ This field is required

Protective clothing and footwear $ This field is required

Safety equipment $ This field is required

Number of home laundry loads per week This field is required

Laundry and dry cleaning with receipts $ This field is required

Depreciating Assets Expense

Work-related tools and equipment. Items over $300 must be depreciated.

Depreciating assets

Item

Amount $

This field is required

Other Expense

Other work-related expenses not claimed elsewhere in this form.

Other expenses

Description

Amount $

This field is required

Supporting Documents

Upload supporting documents (receipts, bank statements, etc.)

No file chosen

Max. file size: 8 MB per file.

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Engagement Terms

By engaging Tax Cottage, authority is granted to access accounting records and systems. All necessary information and documentation, including electronic or hard copies of receipts, bank statements, and other relevant records, must be provided to enable company setup, fulfilment of financial obligations, and the preparation and lodgement of documents with the Australian Taxation Office (ATO) and Australian Securities and Investments Commission (ASIC).
This engagement commences upon signing the job agreement and continues until terminated in writing by either party.
The scope of work includes bookkeeping, and the compilation, preparation, and lodgement of activity statements and tax returns based on information provided, in accordance with the Income Tax Assessment Acts 1936 and 1997. Responsibility remains with the client for the accuracy, completeness, and retention of all supporting documentation relating to any claims made.
No liability is accepted for delays in processing or refunds, including delays caused by incomplete or inaccurate information, failure to sign required documents on time, outstanding liabilities with the ATO, or any other circumstances beyond reasonable control.
Compliance with the Privacy Act 1988 is maintained, and reasonable steps are taken to safeguard personal information and ensure confidentiality in accordance with that Act.
Services may be outsourced in whole or in part to third-party providers, including for bookkeeping, IT support, advisory, or administrative functions. Reasonable steps are taken to ensure such providers comply with confidentiality and privacy obligations.
A minimum hourly consultation fee applies to all consultations, whether conducted in person, by phone, or electronically. Where the engagement proceeds, this consultation fee will be credited toward the total professional fees for the services provided.
Fees are generally non-refundable. A refund may be considered where the engagement is cancelled before services commence and the information provided has not yet been reviewed.
Professional fees do not include ASIC fees or any other third-party government or regulatory charges.
All professional service fees are payable in full upon signing the job agreement, unless otherwise agreed in writing. Proof of payment must be provided by emailing info@taxcottage.com.au with the relevant invoice reference.
All company directors are required to obtain a Director Identification Number (Director ID) in accordance with the Corporations Act 2001.
Proof of identity may be required before services commence or instructions are acted upon, and failure to provide sufficient identification may result in delays or refusal to act, with all information handled in accordance with the Privacy Act 1988.

Substantiation Declaration

I declare that the information and documents provided are true, correct, and complete to the best of my knowledge.
I have disclosed all the income I have earned from all sources in and out of Australia and declared it in the tax return and activity statements.
All the claims for deductions that have been included in the tax return and activity statements are based on my specific instructions.
I have all substantiation documents necessary to support disclosed income and all claims for deductions made in my income tax return and activity statements.
When I do not have the receipts to substantiate the claims to deliver them to Tax Cottage, I will make them available if required by the Australian Taxation Office (ATO) to verify any income or expense item noted in my return in the event of an ATO review or audit.
It has been made clear to me what type of written documentation will be needed as well as the potential penalties for making incorrect claims.
I have been informed of the need to obtain original receipts carrying details of the supplier's name and ABN, type of goods purchased, day expense incurred, amount expressed in the currency it was incurred, GST amount, and the day it was made out.
I acknowledge the requirement to retain written evidence for a minimum of five years from the date of lodgement of my tax return and activity statements, and I understand the consequences of non-compliance with substantiation requirements. Where applicable, I acknowledge that certain records may need to be retained for seven years and provided to the Australian Charities and Not-for-profits Commission upon request.
I keep appropriate apportionment documents to verify my work or business usage claim when items are used for private and work or business purposes (e.g. car, mobile, computer, etc.).
I have read and understood the tax return and activity statements prepared for me.

Authorisation and Declaration

I authorise Tax Cottage to act on my behalf as tax agent and ASIC agent, including providing documents to the Australian Charities and Not-for-profits Commission where applicable. I confirm that the Engagement Terms and Substantiation Declaration have been read and understood and agree to their contents. I declare that all information supplied is true and correct, and accept responsibility for ensuring its completeness, accuracy, and the maintenance of appropriate supporting records in accordance with applicable tax requirements.

You must accept the Authorisation and Declaration

Signature

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Submitted Successfully

Thank you! Your Individual Tax Return has been received. You can download a copy for your records below. A confirmation email has also been sent to the address you provided.

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